Form 4 for MORN Morningstar, Inc.
Accepted 2022-04-04 00:00:00 ET · period of report 2022-03-31 · accession 0001062993-22-009297 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2022-04-04 | 2022-03-31+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $276.75 | -5,907 | 12.64M | -0.0% | -$1.63M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2022-03-31 | S | D | 1,675 | $278.30 | 12,642,509 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $278.04 to $278.94. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2022-03-31 | S | D | 1,131 | $279.59 | 12,641,378 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $279.07 to $279.88. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2022-03-31 | S | D | 901 | $280.42 | 12,640,477 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $280.08 to $280.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2022-04-01 | S | D | 1,650 | $272.31 | 12,638,827 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $272.17 to $272.90. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 5 | Common | Common Stock | 2022-04-01 | S | D | 550 | $273.48 | 12,638,277 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $273.185 to $273.86. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |